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Leverty Financial Group, LLC → SCHW-PJ
Leverty Financial Group, LLC SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
16
Latest value
$8.6M
Q3 2026
Peak value
$17.7M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $11.8M |
| Q4 2025 | $684K |
| Q4 2025 | $511K |
| Q4 2025 | $7.1M |
| Q1 2026 | $14.4M |
| Q1 2026 | $751K |
| Q1 2026 | $505K |
| Q1 2026 | $7.5M |
| Q2 2026 | $17M |
| Q2 2026 | $794K |
| Q2 2026 | $618K |
| Q2 2026 | $8.4M |
| Q3 2026 | $17.7M |
| Q3 2026 | $711K |
| Q3 2026 | $545K |
| Q3 2026 | $8.6M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $8.6M | 314.8K | — | — |
| Q3 2026 | $545K | 16.7K | — | — |
| Q3 2026 | $711K | 20.9K | — | — |
| Q3 2026 | $17.7M | 590.2K | — | — |
| Q2 2026 | $8.4M | 304.6K | — | — |
| Q2 2026 | $618K | 17.1K | — | — |
| Q2 2026 | $794K | 21.5K | — | — |
| Q2 2026 | $17M | 576.5K | — | — |
| Q1 2026 | $7.5M | 302.3K | — | — |
| Q1 2026 | $505K | 17.4K | — | — |
| Q1 2026 | $751K | 24.3K | — | — |
| Q1 2026 | $14.4M | 562.5K | — | — |
| Q4 2025 | $7.1M | 297.4K | — | — |
| Q4 2025 | $511K | 18.0K | — | — |
| Q4 2025 | $684K | 22.8K | — | — |
| Q4 2025 | $11.8M | 438.5K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B